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Bank of New York Mellon

1,732 hedge funds and large institutions have $68.3B invested in Bank of New York Mellon in 2025 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 613 increasing their positions, 593 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

1.32% more ownership

Funds ownership: 83.05%84.38% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 593

1% more call options, than puts

Call options by funds: $467M | Put options by funds: $463M

Holders
1,732
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$467M
Puts
$463M
Net Calls
Net Calls Change

Top Buyers

1 +$191M
2 +$190M
3 +$113M
4
Ameriprise
Ameriprise
Minnesota
+$112M
5
JP Morgan Chase
JP Morgan Chase
New York
+$99.1M

Top Sellers

1 -$999M
2 -$381M
3 -$374M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$164M
5
Squarepoint
Squarepoint
New York
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
901
Keystone Financial Group (Kentucky)
Kentucky
$823K
KFP
902
KMG Fiduciary Partners
Ohio
$819K
DAS
903
Diversify Advisory Services
Utah
$819K
SDAM
904
Shulman DeMeo Asset Management
New York
$818K
BLC
905
Brown, Lisle/Cummings
Rhode Island
$813K
TC
906
TownSquare Capital
Utah
$812K
TPA
907
Trivium Point Advisory
Connecticut
$808K
FNBT
908
FineMark National Bank & Trust
Florida
$807K
BW
909
Basepoint Wealth
Iowa
$803K
AIC
910
Argus Investors Counsel
New York
$801K
CI
911
Cigna Investments
Connecticut
$797K
SBFM
912
S-Bank Fund Management
Finland
$787K
RA
913
Ransom Advisory
Rhode Island
$787K
FFA
914
First Foundation Advisors
California
$783K
CCA
915
Catalyst Capital Advisors
New York
$781K
BMC
916
Benin Management Corp
Connecticut
$780K
ACM
917
Argent Capital Management
Missouri
$778K
KLCM
918
KG&L Capital Management
Louisiana
$777K
SIA
919
Strategic Investment Advisors
Michigan
$775K
AIP
920
Ameritas Investment Partners
Nebraska
$774K
CF
921
Centaurus Financial
California
$771K
SW
922
Simplicity Wealth
New Jersey
$770K
CPW
923
Cove Private Wealth
New York
$768K
CP
924
CenterBook Partners
Connecticut
$759K
VCM
925
Versant Capital Management
Arizona
$754K